Fed Update Clears the Runway for a Year-End Rally
The Fed just shifted from headwind to tailwind, removing a major hurdle for stocks. See why markets are primed for a powerful year-end rally.
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Being Exponential with Luke Lango
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$NFLX vs $DIS streaming wars heating up.
Who you got?
Netflix adding tech + resources + distribution to revitalize legacy franchises like Harry Potter...
My custom silicon stack.
Architect: $ARM
Toolmakers: $SNPS $CDNS
Builders: $AVGO $MRVL
Foundries: $TSM $INTC
Plumbing: $CRDO $LITE $ANET $ALAB
I dislike income taxes as much as the next guy. But tariffs aren’t going to cut your taxes anytime soon.
It ain’t 1913 anymore. Tariffs, unfortuna...
